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Nonprofiteer
← MERCY HEALTH FOUNDATION JOPLIN

Form 990 for tax year 2022

Filed by MERCY HEALTH FOUNDATION JOPLIN.

Totals

Total revenue
$1,750,041
Total expenses
$1,025,417
Contributions and grants received
$1,173,124
Grants paid
$776,035
Program service revenue
$0
Investment income
$550,040
Other revenue
$26,877
Total assets, end of year
$7,420,869
Total liabilities, end of year
$135,821
Net assets or fund balances, end of year
$7,285,048
Program services expenses (Part IX)
$776,035
Management and general expenses
$160,780
Fundraising expenses
$88,602
Program service expenses (Part III)
$776,035

Program services were 75.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $218,080

  • 1d · Related organizations

    $192,499

  • 1f · All other contributions, gifts and grants

    $762,545

  • 1g · Noncash contributions included above

    $56,252

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $550,040 · excluded $550,040

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 8a · Fundraising events: gross income

    $23,198

  • 8a · Fundraising events: contributions included on line 1c

    $218,080

  • 8b · Fundraising events: direct expenses

    $35,690

  • 8c · Net income from fundraising events

    total -$12,492 · excluded -$12,492

  • 11d · All other revenue

    total $39,369 · related or exempt $39,369 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $39,369

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $751,021 · program services $751,021

  • 2 · Grants to domestic individuals

    total $25,014 · program services $25,014

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 7 · Other salaries and wages

    total $118,037 · management and general $62,560 · fundraising $55,477

  • 9 · Other employee benefits

    total $27,658 · management and general $14,659 · fundraising $12,999

  • 11g · Fees: other

    total $30,763 · program services $0 · management and general $30,763 · fundraising $0

  • 12 · Advertising and promotion

    total $17,977 · fundraising $17,977

  • 13 · Office expenses

    total $3,687 · management and general $1,954 · fundraising $1,733

  • 17 · Travel

    total $886 · management and general $470 · fundraising $416

  • 24a · Other expenses: BAD DEBT

    total -$1,043 · management and general -$1,043

  • 24e · All other expenses

    total $51,417 · program services $0 · management and general $51,417 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $386,146 · end of year $587,041

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $251,321 · end of year $336,044

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $5,912,686 · end of year $5,597,329

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $900,455

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,210 · end of year $5,720

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $80,000

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $26,908 · end of year $50,101

  • 27 · Net assets without donor restrictions

    beginning of year $1,870,298 · end of year $2,206,531

  • 28 · Net assets with donor restrictions

    beginning of year $4,646,737 · end of year $5,078,517

Mission and programs · 2022

Mission

AS THE SISTERS OF MERCY BEFORE US, WE BRING TO LIFE THE HEALING MINISTRY OF JESUS THROUGH OUR COMPASSIONATE CARE AND EXCEPTIONAL SERVICE.

  • MERCY HEALTH FOUNDATION JOPLIN HELPED LIVE MERCY'S MISSION TO PROVIDE CARE TO EVERYONE WHO NEEDED IT BY SUPPORTING CHARITY CARE AND COMMUNITY OUTREACH SERVICES. DONATIONS SUPPORTED THE PROVISION OF CHARITY CARE AT MERCY FACILITIES, CAPITAL NEEDS, AND PROGRAMS IDENTIFIED TO BENEFIT PATIENTS CARED FOR AT MERCY HOSPITALS AND OUTREACH LOCATIONS.

    Expenses $776,035 · Grants $776,035 · Revenue $39,369

As filed on the 2022 return.

Listed in Part VII

  • Jeremy Drinkwitz

    Secretary, Foundation BOD

    Total calculated
    $889,966
    From this org
    $0
    From related orgs
    $805,318
    Other
    $84,648
    Hours/week
    5 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $363,393 related
    Bonus
    $0 + $400,482 related
    Other
    $0 + $41,443 related
    Deferred
    $0 + $65,298 related
    Nontaxable benefits
    $0 + $19,350 related
    Filer's total
    $0 + $889,966 related

  • Tyler Sturgeon

    Chief Financial Officer (THRU 8/2023)

    Total calculated
    $301,382
    From this org
    $0
    From related orgs
    $271,539
    Other
    $29,843
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $194,051 related
    Bonus
    $0 + $32,634 related
    Other
    $0 + $44,854 related
    Deferred
    $0 + $10,417 related
    Nontaxable benefits
    $0 + $19,426 related
    Filer's total
    $0 + $301,382 related

  • Amy Teeter

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Christopher Dumm

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Daniel R Stengel

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Kelley Foust

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Kristie Crossland

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Lane Clevenger

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Laurie Lowery

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Renee Motazedi

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Russell Kennedy

    Physician & Board Member

    Total calculated
    $728,437
    From this org
    $0
    From related orgs
    $697,827
    Other
    $30,610
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $634,711 related
    Bonus
    $0 + $28,375 related
    Other
    $0 + $34,742 related
    Deferred
    $0 + $20,412 related
    Nontaxable benefits
    $0 + $10,198 related
    Filer's total
    $0 + $728,437 related

  • Ryan Stanley

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Todd Stout

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Miranda Lewis

    VP, Development & President

    Total calculated
    $233,091
    From this org
    $0
    From related orgs
    $210,850
    Other
    $22,241
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $167,980 related
    Bonus
    $0 + $19,892 related
    Other
    $0 + $22,978 related
    Deferred
    $0 + $14,728 related
    Nontaxable benefits
    $0 + $7,513 related
    Filer's total
    $0 + $233,091 related

  • Kimberly Kory

    Former Officer

    Total calculated
    $108,066
    From this org
    $0
    From related orgs
    $95,196
    Other
    $12,870
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $69,611 related
    Bonus
    $0 + $6,607 related
    Other
    $0 + $18,978 related
    Deferred
    $0 + $5,669 related
    Nontaxable benefits
    $0 + $7,202 related
    Filer's total
    $0 + $108,066 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
MERCY HEALTH FOUNDATION JOPLIN RELIES ON A RELATED ORGANIZATION; REFER TO SCHEDULE O, PART VI, QUESTION 15A AND 15B FOR THE PROCESS THE RELATED ORGANIZATION FOLLOWS.
Schedule J, Part II
THE AMOUNTS REPORTED FOR JEREMY DRINKWITZ IN COLUMN (F) ARE EITHER INCLUDED IN B(I) BASE COMPENSATION, B(II) AS BONUS AND INCENTIVE COMPENSATION, OR B(III) AS OTHER REPORTABLE COMPENSATION. THESE AMOUNTS ARE A PAYOUT OF THE EXECUTIVE RETENTION PLAN AND WERE INCLUDED IN COLUMN (C) OF PREVIOUSLY FILED FORMS 990.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • Fort Smith Emergency Medical Services

    Emergency Medical Services · AR

    Directly controlled by NA

  • Plaza Surgery Services Company LLC

    Inactive · MO

    Directly controlled by NA

  • St Edward Mercy MC M-P Office Bldg

    Office Building · AR

    Directly controlled by NA

  • Platinum CPS Holdings LLC

    Holding Company · MO

    Directly controlled by NA

  • Maryville Cancer Center LLC

    Outpatient Center · IL

    Directly controlled by NA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • Frontenac Properties Inc

    C Corporation · Holding company · DE

    Directly controlled by NA

  • Mercy Commercial Services Inc

    C Corporation · CORPORATE PARENT OF VCC TAXABLE COMMERCIAL SERVICES · MO

    Directly controlled by NA

  • Mercy Health Center Condominium Inc

    C Corporation · Real estate · OK

    Directly controlled by NA

  • Mercy Managed Care Corporation

    C Corporation · Holding company · OK

    Directly controlled by NA

  • St Anthony's Physician Organization of Illinois

    C Corporation · Health Care · MO

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
13 May 2024
IRS schema version
2022v5.0
Source object
202431349349308678

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